Newleaf Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

883

Total plan assets

$42.6M

Filings (rows)

Direct comp

$106K

Indirect comp

$15K

SERVICES PROVIDED

Advisor / Consultant3

Other service providers1

Prospecting the plans that use Newleaf Wealth Management?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Altura Centers for Health Altura Centers for Health 401(k) Plan · all filings	TULARE, CA	Advisor / Consultant	256	$14.9M	$51K	$0
Altura Centers for Health Altura Centers for Health 401(k) Plan · all filings	TULARE, CA	Advisor / Consultant	255	$12.0M	$40K	$0
Alliance Medical Center, Inc. Alliance Medical Center, Inc. 403(b) Plan · all filings	HEALDSBURG, CA	Other service providers	176	$9.1M	$0	$15K
Caring LLC Caring 401(k) Plan · all filings	CHARLOTTE, NC	Advisor / Consultant	196	$6.5M	$15K	$0